Corporate Cash Investments
We take a consultative approach in working with you to design investment solutions that meet the needs of your organization.
Customized Investment Solutions
Our Corporate Cash Investments Group provides customized investment solutions for corporations and other institutional investors. Our diversified solutions range from short-term, separately-managed fixed income portfolios to broadly diversified portfolios with exposures to equity, alternative and fixed income asset classes.
Meet Our Team
With more than 10 dedicated investment professionals, our team takes a consultative, service-based approach in working with you to design investment solutions that meet the needs of your organization.
Client Service Specialist | DFW Market
Managing Director | DFW Market
Richard serves as the team’s point for the DFW market and co-manages all aspects of portfolio management, security selection, and client support. Richard began his career in institutional investments at Bear Stearns where he worked for 16 years before joining BOK Financial Securities in 2008. Richard has an MBA from Columbia University and an undergraduate degree from Georgetown University.
Years of Experience: 30
Education: Houston Baptist University, BSBA
Years of Experience: 44
Education: University of Arkansas
Years of Experience: 14
Education: University of Nebraska-Kearney, BSBA
Years of Experience: 21
Education: University of Tennessee, BSBA
Years of Experience: 15
Education: Brigham Young University, BSBA; University of Utah, MBA